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Lifeworks Advisors’s Altria Group MO Stock Holding History

Lifeworks Advisors’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.09M Sell
137,796
-2,673
-2% -$172K 1.17% 16
2025
Q4 		$8.1M Buy
140,469
+23,959
+21% +$1.45M 1.05% 20
2025
Q3 		$7.7M Buy
116,510
+107,256
+1,159% +$6.8M 1.02% 21
2025
Q2 		$543K Sell
9,254
-224
-2% -$13.2K 0.08% 184
2025
Q1 		$569K Buy
9,478
+695
+8% +$37.9K 0.09% 171
2024
Q4 		$459K Buy
8,783
+1,281
+17% +$68.2K 0.08% 178
2024
Q3 		$383K Buy
7,502
+927
+14% +$46.9K 0.08% 199
2024
Q2 		$300K Buy
6,575
+349
+6% +$15.5K 0.08% 178
2024
Q1 		$272K Sell
6,226
-358
-5% -$14.8K 0.08% 192
2023
Q4 		$266K Sell
6,584
-3,346
-34% -$138K 0.09% 170
2023
Q3 		$418K Buy
9,930
+3,766
+61% +$166K 0.16% 130
2023
Q2 		$279K Buy
6,164
+1,636
+36% +$74.1K 0.12% 132
2023
Q1 		$202K Buy
+4,528
New +$208K 0.1% 143

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lifeworks Advisors's MO Position: Q1 2026 in Review

Lifeworks Advisors reduced its Altria Group (MO) stake by 1.9% in Q1 2026, selling an estimated $172K and leaving 137,796 shares worth $9.09M. The position accounts for 1.17% of the portfolio, ranked #16.

Lifeworks Advisors first reported a position in MO in Q1 2023 and has held it in 13 quarters since. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Lifeworks Advisors held 137,796 shares of Altria Group worth $9.09M as of Q1 2026.
  • Lifeworks Advisors sold 2,673 Altria Group shares in Q1 2026, an estimated $172K.
  • Altria Group made up 1.17% of Lifeworks Advisors's portfolio in Q1 2026, its #16 holding.
  • Lifeworks Advisors first reported a position in Altria Group in Q1 2023 and has held it in 13 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.